Housecall Pro + M1

Create new Housecall Pro customers from new calls in M1

This workflow comes into play when a call takes place in the M1 app, promptly initiating the Create Customer feature in the Housecall Pro app. Simplify your tasks and cut down manual data entry by streamlining information between your favorite apps. This efficient procedure solves the problem of time-consuming back and forth, promoting effective communication and organization, while giving you more time to focus on growing your business.

When this happens...
Call
Triggers when a call is finished and its transcription is done.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer
ActionWrite

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Supported triggers and actions

- Direction
- InboxRequired
Trigger
Instant
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- Direction
- InboxRequired
Trigger
Instant
Try It
- InboxRequired
Trigger
Instant
Try It
New Scheduled Job
Triggers when a job is scheduled.
Trigger
Polling
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- StatusRequired
- InboxRequired
Trigger
Instant
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- InboxRequired
Trigger
Instant
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New Completed Job
Triggers when a job is completed.
Trigger
Polling
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- First nameRequired
- Last name
- Email
- Mobile number
- Home number
- Work number
- Notifications enabled
- Tag1
- Tag2
- Street
- Street line 2
- City
- State
- Zip
- Country
Action
Write

About Housecall Pro

Housecall Pro is a top rated software to run your home service business. We make it easy to schedule, dispatch, estimate, invoice, accept credit cards and get booked online by customers.